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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $26,358 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,176 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,638 | $46,173-48.8% | $170,435-86.1% | $69,631-66.1% |
| Participation rate | 49.5% | 63.9%-14.4pp | 83.6%-34.1pp | 70.7%-21.2pp |
| Annual return | 17.04% | 21.62%-4.6pp | 205.94%-188.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,707 | $2,080-17.9% | $4,939-65.4% | $3,224-47.0% |
| Admin fee / account holder | $24 | $116-79.1% | $13,881-99.8% | $110-78.0% |